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Use conditional logic

Applies to:OwnerManager

Conditional logic shows or hides a question based on earlier answers, keeping surveys shorter and relevant for each taker. In the editor, expand a question and find “Show this question when…”.

Questions with logic are easy to spot in the editor: collapsed cards carry a blue summary chip describing the rule:

A collapsed question card with a “Shown when” chip summarizing its visibility rule.

A collapsed question card with a “Shown when” chip summarizing its visibility rule.

A rule has three parts:

  1. Source question: click Select question… and pick from earlier questions (search box included; only questions before this one can be chosen, so a rule can never depend on something the taker hasn’t reached).
  2. Operator: how to compare.
  3. Value: what to compare against. For single choice sources, the value is a dropdown of that question’s options, which prevents typos.

The follow-up question appears only while the rule is true. Collapsed cards show a summary chip like Shown when: “1. Which employee classifications…” equals “Union”.

  • equals / does not equal: exact match against one value.
  • contains: the answer includes the value. This is the right operator when the source is a multiple choice question, because its answer may hold several selections.
  • is any of / is none of: match against a comma-separated list of values.
  • is answered / is not answered: no value needed; checks whether the taker answered at all.
  • is greater than / is less than: numeric comparisons for number questions.

Click Add condition for additional rules. With two or more rules, an AND / OR toggle appears: AND means every rule must be true; OR means any one is enough. One join applies to all the rules on a question; if you need mixed grouping, restructure the questions or use a raw expression.

When the source is a matrix question, you also pick which row and column to test. Besides specific rows, wildcards are available: “Any row (at least one matches)”, “All rows (every row matches)”, or “No rows (none match)”.

The “Advanced: raw expression” disclosure accepts a written rule like {q-401-1} = 'Yes' and {q-other} > 10 for cases the visual builder can’t express. Raw expressions are powerful but opaque. If you use one, note what it’s meant to do in the question’s help text or your own records, and test it thoroughly.

Preview the survey after adding or changing logic, and walk each path:

  • The answer that should reveal the question.
  • An answer that should hide it.
  • Multiple selections, when the source allows more than one.
  • Skipping the source question entirely.

The editor’s Visual logic graph (in the ⋮ menu) diagrams which questions control which, and the Publish preflight check flags rules that reference missing or later questions.

If the source is multiple choice and your rule uses equals, switch to contains; equals almost never matches a multi-select answer.

Check that the rule’s value matches the option text exactly (use the dropdown, not typing), and that the rule points at the question you think it does. Then check the join: two rules with AND that can’t both be true keeps the question hidden forever.

Working as designed: changing an earlier answer can hide a follow-up, and hidden questions don’t count against required-question checks.